+8,794.6%
SWKS vs HSY
+4,513.9%
+4,280.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.7% | -3.7% | -2.3% |
| 7D | -9.2% | +10.7% | -19.9% | -10.8% |
| 30D | -1.9% | +10.3% | -12.3% | -3.7% |
| 3M | +21.2% | -0.4% | +21.6% | +21.0% |
| 6M | +12.9% | -2.5% | +15.4% | +12.8% |
| YTD | +30.7% | -0.3% | +31.1% | +29.8% |
| 1Y | +14.1% | +7.6% | +6.5% | +11.8% |
| 3Y | -1.7% | +3.2% | -4.9% | -4.1% |
| 5Y | -43.0% | +14.7% | -57.7% | -45.9% |
| 10Y | +34.3% | +126.0% | -91.7% | +14.8% |
| All | +8,794.6% | +4,513.9% | +4,280.7% | +6,449.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling